Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Managing Director–Wealth Management
Scott Ventoza is a Managing Director at UBS Wealth Management and as the senior portfolio manager and lead wealth advisor drives the team's investment philosophy and strategy. Scott joined UBS in 2009 after 15 years with Merrill Lynch. His prior experience includes time as a senior credit analyst and sales and operations manager. Scott earned a BBS from the University of Washington, with a concentration in business administration and finance. He also holds two advanced degrees from the University of Phoenix; an MBA with an emphasis in financial planning, and a Masters in Technology Management. Scott is a Certified Investment Management Analyst (CIMA®), an accreditation from the Wharton School, and a Certified Financial Manager (CFM), a designation from the College for Financial Planning. Scott lives in Seattle with his wife and son, where he remains an active coach and mentor with UW Foster School of Business and spends time with several nonprofit organizations including the Fulcrum Capital Campaign and the Archbishop Capital Campaign. He is also an avid cyclist and a USAT tri-athlete.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Scott Ventoza is a Managing Director at UBS Wealth Management and as the senior portfolio manager and lead wealth advisor drives the team's investment philosophy and strategy. Scott joined UBS in 2009 after 15 years with Merrill Lynch. His prior experience includes time as a senior credit analyst and sales and operations manager. Scott earned a BBS from the University of Washington, with a concentration in business administration and finance. He also holds two advanced degrees from the University of Phoenix; an MBA with an emphasis in financial planning, and a Masters in Technology Management. Scott is a Certified Investment Management Analyst (CIMA®), an accreditation from the Wharton School, and a Certified Financial Manager (CFM), a designation from the College for Financial Planning. Scott lives in Seattle with his wife and son, where he remains an active coach and mentor with UW Foster School of Business and spends time with several nonprofit organizations including the Fulcrum Capital Campaign and the Archbishop Capital Campaign. He is also an avid cyclist and a USAT tri-athlete.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
